+21.9%
MSFT vs SNXX
+276.1%
-254.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SNXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -8.0% | +8.1% | +0.2% |
| 7D | -3.5% | +16.8% | -20.2% | -3.6% |
| 30D | -2.1% | +65.3% | -67.4% | -2.9% |
| 3M | +24.2% | -34.8% | +58.9% | +17.9% |
| 6M | +21.9% | +255.1% | -233.3% | +7.2% |
| All | +21.9% | +276.1% | -254.2% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNXX.
Daily Out/Under-Performance
Portfolio return minus SNXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNXX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded SNXX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling